Cynthia Decker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, Cynthia serves on the board of CazArts, a nonprofit organization that organizes community arts activities in Cazenovia, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives.

Sascha Milligan is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Milligan serves as an executor for an estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Stephen Weston II is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses, and has five years of industry experience. Prior to joining LPL Financial in 2023, he held positions at CFCU Community Credit Union and TIAA-CREF. He is also a notary public affiliated with CFCU Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Michelle Johnston is a financial advisor with Wells Fargo Clearing in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

Jacob Kopek is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has held various roles including positions at Rapid Response Monitoring and The Cheesecake Factory, where he also works part-time as a designated trainer. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional investors, offering financial planning, brokerage, insurance services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Matthew Hesse is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and four years of industry experience. He has worked at Equitable Advisors since 2021 and has prior experience in various roles including positions at Nike and Siena Food Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Teresa Marriner is a CFP® professional with 40 years of industry experience, currently affiliated with Raymond James Financial in Syracuse, NY. She has worked at Raymond James since 1999 and previously was involved with TDJ Home Enterprises LLC. Outside of her advisory role, she is an agent for Planned Results, Inc., a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both advisory programs and institutional portfolio management.

Steven Horyl is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including roles at M&T Securities and M&T Bank. He also provides advisory services at AmeriCU Credit Union, where he has been active since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by research and model portfolios from LPL Research and third-party subadvisors.

Philip Stevens is a financial advisor at Edward Jones in Cicero, NY, with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of New York Mellon for fourteen years and Top Stack Staffing for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Giovanni Vitale is a financial advisor with OSAIC based in North Syracuse, NY, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Securities America Advisors, Cadaret, Grant & Co., and as owner and advisor at J.S.D. and Associates, Inc. Outside of his advisory work, he is involved in a dry cleaning business through ownership with his wife. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage, investment advisory services, financial planning, and access to managed portfolios and third-party money managers. The firm utilizes asset-allocation tools and risk assessment techniques to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary account management.

Justin Jones is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Utica University and several businesses in the food and beverage and real estate sectors. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, emphasizing non-discretionary asset management and maintaining compliance with ERISA 3(21) and 3(38) service policies.

Benjamin Loder is a financial advisor with LPL Financial in Liverpool, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc. and M&T Bank. He is also involved with United Wealth & Tax Services, Inc., which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Laurence Schnall is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret Grant & Co., Inc. and Key Investment Services LLC. Schnall is involved with Meridian Wealth Management in East Syracuse, NY, where he participates in activities related to non-variable insurance and serves as an investment related representative. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, incorporating discretionary and non-discretionary management along with research-driven model portfolios and alternative strategies.

Edward Shanahan is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Grow Wealth Partners, Macko Financial, Wells Fargo Advisors Financial Network, and experience in education with West Genesee School District and SUNY Oswego. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with tailored client intake processes.

Matthew Clark is a financial advisor with Edward Jones in Dewitt, NY, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Parish Petro Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

James Sleeper is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include 14 years at Cadaret, Grant & Co., Inc., and over three decades at Capital Strategy Group Ltd. Sleeper is also involved with JBS Asset Management LLC, an entity related to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Robert Antonacci III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and AXA Advisors. In addition to his advisory work, he owns and operates Antonacci Accounting, providing tax preparation and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Paul Rubacka is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines in East Syracuse, NY. He has been with the firm since 2016, including Financial Engines Advisors L.L.C. and its affiliate. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Jeffrey Boyea is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 11 years. Outside of his advisory work, he is the owner of Classic Fish Art, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Kristin Walts is a financial advisor with LPL Financial in Brewerton, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at NBT Bank and LPL Financial since 2017 and previously at Scottrade from 2016 to 2017. Outside of advisory services, she is involved with NBT Insurance Agency, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.